Create and send a quote

quotes opportunities email

Click through to the Opportunity record you wish to create the quote for then click the ‘Send Quote’ button

A new form should open up allowing you to configure your quote, including adding in your own logo, terms and other relevant information. However, you are able to configure a quote template so that you don’t need to enter terms, the text of the body of the quote email and upload the logo each time you send a quote, to see how to preconfigure a quote check out this help article, how to customise your quotes

Quote configurator realtimecrm

Once you’ve entered in the relevant details you’ll notice the PDF preview update, you can click the magnifying glass to zoom in and double check it looks OK. The next step is to click the ‘Next’ button which will take you to the Send Email form where you can edit the message and subject of the email your potential customer will receive.

Send email form realtimecrm

Once you’re happy simply click the ‘Send email’ button and the email will be sent with a PDF attachment of the quote to your Contact.

sending quote from RealtimeCRM